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Disclosery

Summit Financial, LLC: FIW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on FIW, newest first. How the timeline and the estimate are built.

Summit Financial, LLC held 13,271 FIW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,271 shares
    Change vs previous 13F -871 shares

    0.02% of the 13F portfolio, value $1,453,394.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,142 shares
    Change vs previous 13F -3,156 shares

    0.02% of the 13F portfolio, value $1,458,469.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,298 shares
    Change vs previous 13F -2,671 shares

    0.03% of the 13F portfolio, value $1,879,227.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,969 shares
    Change vs previous 13F -1,644 shares

    0.03% of the 13F portfolio, value $2,243,506.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,613 shares
    Change vs previous 13F +4,907 shares

    0.05% of the 13F portfolio, value $2,333,820.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,706 shares
    Change vs previous 13F +8,208 shares

    0.05% of the 13F portfolio, value $1,682,462.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,498 shares
    Change vs previous 13F -1,047 shares

    0.03% of the 13F portfolio, value $867,187.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,545 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,043,596.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).